back to latest articles

UX Success Story: Superb Communication and Deliverables

0

UX Success Story: Superb Communication and Deliverables

Looking for a way to engage your users with the best possible financial design but don't know how? What does it feel like to work with the world's leading financial design agency? Clutch has collected UXDA reviews that we are going to share in a series of articles. Enjoy the journey of our clients and don't be shy to get extremely inspired by them!

UXDA Review by CR2

STATS:

  • Case: Omni-channel banking software
  • Time: 6 months
  • Budget: 150K-200K

What Did You Find Most Impressive About UXDA?

We were impressed by their specialization and the fact that they have all the tools, equipment, and processes to do what we wanted.

They aren’t a generalized design agency. I thought their process for feedback and follow-up was superb. The whole team knew what they were talking about.

UX Design Success Story Superb Communication Deliverables CR2 Channel Banking Software UXDA Review

What Evidence Can You Share That Demonstrates the Impact of the Engagement?

Before the app was launched, we asked UXDA to generate some videos representing what the app would look like in action, and we’ve been able to share that with a number of customers and sales folks. Their feedback has been overwhelmingly positive. In a few cases, we generated considerable interest.

ux-design-mobile-banking-testimonals-cr2-uxda

What is the Status of This Engagement?

We started working with them in March 2017, and we collaborated on an aggressive timeline for 6 months. The project has been completed, but I contact them with small tasks now and then.

What Was the Involvement With UXDA Like?

We had a call initially to talk about how we would work together, and they proposed an effective process. We decided we wanted to meet them in person. We met near their offices and went through our requirements. We agreed that we would come up with a couple of designs for internet banking, and they worked with our existing system to design a new user interface [UI] and follow that up with a similar mobile app. They looked at multiple skin variations.

In the end, they provided a UI case, wireframes, and Photoshop and illustration work with video and animations.

They assigned UX architect and consultant Arita as our account manager, and we dealt directly with her and gave her constant feedback. We had fairly regular phone calls where we would ask questions or clarify items for their team.

The target market for our product is retail bank customers. We offer payment services that are easy to extend where banks can interact with their own payment systems. We have design tools to help them build and modify the app beyond what we deliver initially. They can extend their view of the mobile journey beyond the product we give them as a reference implementation.

UXDA didn’t work on anything besides the design and frontend of the app, but they did similar work for the frontend of the online banking site, which provides responsive internet banking for desktop, tablet, and mobile devices.

UXDA process CX UX methodology approach remarkable financial service

How Did UXDA Perform From a Project Management Standpoint?

They were superb. We didn’t have any issues at all. We worked with an account manager, and she dealt with every question to make sure we were happy.

She listened to any negative feedback we had and immediately followed-up to ensure changes were made.

How Did You Come to Work With UXDA?

We wanted to find a firm that had significant experience, a good reputation, and a portfolio in the channel banking space.

We needed to update our mobile app. Because we’re a software vendor, we need to compete with other vendors in the same space, so the product had to be excellent.

Two or three people referred them to us, and we did some research online. We contacted them to make an appointment to talk about the project.

UX Design Success Story Superb Communication Deliverables Testimonial Meeting Work

UXDA also had a great workshop together with the team of CR2. Our UX architect Arita went to Dublin to assist CR2 in exploring the opportunities of creating groundbreaking banking software solutions through user-centered approach and Design Thinking.

Get UXDA Research-Based White Paper "How to Win the Hearts of Digital Customers":

If you want to create next-gen financial products to receive an exceptional competitive advantage in the digital age, contact us! With the power of financial UX design, we can help you turn your business into a beloved financial brand with a strong emotional connection with your clients, resulting in success, demand, and long-term customer loyalty.

Share:

Listen to our podcast:

More from our blog

How To Improve Customer Experience in Banking

It's no secret - user experience is what differentiates demanded digital financial products from failures. The question is - how to keep up, creating a customer experience that WOWs?

UX Design Success Story: Shaping the business mentality

UXDA review by ITTI Digital for which UXDA delivered a UX transformation of a 15-year old core banking solution.

Digital Bank Design: A Nightmare for Top Designers, a Playground for UXDA

The world of financial services is a labyrinth of complexity, regulations and high stakes. Despite the allure of high-profile projects and substantial budgets, even the most skilled designers often hesitate to delve into this demanding sector. The primary reason?

UX Case Study: Reshaping Future Banking App through UX/UI Audit

UXDA's UX audit helped to enhance the user experience without designing a new mobile app from scratch, saving the company resources. This article uncovers our UX/UI audit approach to evaluating the digital product and strategic intervention for maximum impact with minimal effort.

2022 UXDA Recap: Top Stories, New Awards, Amazing Clients

In 2022 financial UX design agency UXDA delivered many financial products with customer-centered UX. Explore these insights collected by UXDA experts in 2022.

What Are The Digital Banking Customer Expectations From Financial Services

In recent years there has been growing discussion on the ability of traditional businesses to adapt their services to the expectations of digital customers. What should financial brands consider in order to offer the best digital service?

What NASA’s Tough Choice Can Teach Us About Banking UX Design

How prepared are traditional banking players? Despite all their experience, resources, confidence, and influence, could they still fail their customers, leaving them stranded in the 'digital' space like NASA astronauts? The standoff between Boeing and SpaceX in space suggests this is entirely possible, but there is a solution.

Digital Banking User Experience: Make Your Product Outcompeting

This digital banking CX checklist will help to bring more customer-centricity into your financial service, so that you would be able to delight your customers with a remarkable digital product.

Banking on Purpose: How We Are Creating Tomorrow's Financial Brands

Some call it authenticity, essential benefit, value proposition, or uniqueness. We use the concept of a "soul" to describe the unique character or essence of the financial product and how it impacts its users.

ABOUT THE AUTHOR

Linda
Linda, Co-founder/ COO/ CFO

Linda is a source of endless energy. An education in international business management and years-long experience with 20+ digital startups has made her a dedicated strategic thinker who solves any problem with grace. No mission is impossible for her. Linda's responsibility and punctuality have become a legend around the agency.